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Learn about ETFs

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Research Papers
November 11, 2019

Research Paper: Dividend Investing | Q4 2019

Dividends are payments that companies make to shareholders at regular intervals, usually quarterly. Dividends and compounding may be a strong force in generating investor returns and growing income.
November 6, 2019

Research Paper: Investing in Internet & E-commerce | Q4 2019

March 27, 2019

Research Paper: Europe Dividend Strategy Series

O’Shares Strategy Series
All/Europe Large Caps/Internet & E-commerce/Kevin O'Leary/U.S. Large Caps/U.S. Small Caps
December 6, 2019

Quality Dividends to Reduce Risk and Downside Capture?

December 4, 2019

Sector Spotlight: Health Care, A Bargain or Too Early?

November 18, 2019

Online Trends: High Speed Wireless, Digital Media and Top Online Platforms

November 18, 2019

New Singles Day Sales Record for Alibaba

November 18, 2019

Europe Equity Country Scatterplot: Long-Term Performance vs. Risk

November 11, 2019

Small-Cap Stocks: Strong Performance History

November 11, 2019

U.S. Small-Caps Beat U.S. Large-Caps 12 Times Since 2000

November 8, 2019

S&P Small Cap 600 Sectors: Yield vs. Volatility

November 7, 2019

Where Can Investors Turn for Income?

November 4, 2019

When “Safe” Trades Become Crowded, Are they Still Safe?

October 30, 2019

S&P 500 Sectors: Yield vs. Volatility

October 24, 2019

When “Safe” Trades Get Crowded, Are they Still Safe? (Replay)

October 23, 2019

ETF Fund Flows: Top Sectors

October 16, 2019

S&P 500 Sector Valuations: Current Levels vs. 5-Year Average

October 16, 2019

Market Down? Why Cooler Heads May Prevail

October 15, 2019

S&P 500 Equity Sector Scatterplot: Long-Term Performance vs. Risk

October 8, 2019

Smart Beta ETF Fund Flows-Growth and Value Lag YTD

October 7, 2019

Quality Beats Value, Stronger Performance, Less Risk

October 2, 2019

B2B Cloud Services: 3 Fast Growing Companies

September 20, 2019

Value Investing Strategies, Why Quality Matters

September 20, 2019

S&P Small-Cap 600 Equity Sector Scatterplot: Long-Term Performance vs. Risk

September 17, 2019

Research Call – U.S. Equity: 2019 Q4 Strategy (Replay)

September 10, 2019

Small-Cap Quality Beat Small-Cap Value, Stronger Performance, Less Risk

September 9, 2019

ETF Strategy Fund Flows: Strong inflows in Quality and Dividends, Outflows from Value

September 4, 2019

Cloud Disruptors: The Next Internet Giants?

August 30, 2019

Stock Market Performance after Yield Curve Inversion

August 22, 2019

Small-Cap Stock Market Performance After Yield Curve Inversion

August 20, 2019

OUSA vs. S&P 500: Periods of Elevated Volatility

August 9, 2019

Shift to Passive Equity ETFs From Active Equity Mutual Funds

August 9, 2019

Worldwide Cloud Application Services (SaaS), $80 Billion Market

August 9, 2019

Down Days? Stay Invested, Here’s Why

July 30, 2019

OUSM: Quality Small-Caps, Stronger Profitability

July 26, 2019

Small-Cap Stocks, Cheap and Less Exposed to Trade Wars

July 18, 2019

Worldwide Online Food Delivery: Nearing $100 Billion

July 15, 2019

Top Internet Giants Growing Revenue Faster than Generic “Tech”?

July 15, 2019

Downside Protection? Think Quality Dividends

June 18, 2019

Quality Europe Stocks, Strong Performers

June 6, 2019

Trade Wars: How Exposed are Internet Giants?

May 30, 2019

Worldwide Social Media Growth

May 23, 2019

Small-Caps have Beat Large-Caps 65% of the Time

May 16, 2019

U.S. & China: Trade War Data

May 14, 2019

Video: OUSA O’Shares FTSE U.S. Quality Dividend ETF

May 13, 2019

Video: OUSM O’Shares FTSE Russell Small Cap Quality Dividend ETF

May 9, 2019

Video: What is O’Shares ETFs?

May 8, 2019

Video: Investing in Europe

May 8, 2019

Small-Cap Quality Stocks: Stronger ROA

May 8, 2019

Small-Cap Quality Stocks: Lower Leverage, Stronger Returns

May 7, 2019

Video: OEUR O’Shares FTSE Europe Quality Dividend ETF

May 7, 2019

Mobile Apps: Worldwide Consumer Spending

May 6, 2019

Small-Cap Dividends, Value and Growth: Performance Cycles

May 2, 2019

The “Big 5” in Cloud Infrastructure

April 26, 2019

E-commerce Adoption: U.S. vs. China

April 25, 2019

Small-Cap Quality Stocks, Strong Performers

April 16, 2019

U.S. Digital Advertising: Soon To Beat All Traditional Forms

April 8, 2019

OUSM Has Delivered Higher Quality, Less Risk and More Income

April 4, 2019

Higher ROA by Sector, Strong Performance

April 2, 2019

Quality: Lower Leverage, Strong Performers

March 27, 2019

Strong E-commerce Sales Growth: U.S. vs. China

March 20, 2019

Invest in Value, Not Value Traps?

March 14, 2019

Quality Stocks, Strong Performers

March 7, 2019

ETF Money Flow Trends: Dividends, Value and Growth

March 6, 2019

Rotating to Value? Think Quality Dividends Instead?

March 1, 2019

Euro and Pound: Cheap Currency and Attractive Valuations

February 27, 2019

Investing in Europe: Why Quality Matters

February 25, 2019

European Banks: Risky Investments?

February 12, 2019

Which Strategies are Cheap and Have Outperformed?

February 1, 2019

BAT vs. FANG: Which are Cheaper? Performing Better? Growing Faster?

January 30, 2019

Small-Cap Stocks: Growth vs. Value, Quality and Dividends

January 30, 2019

Internet & E-commerce Revenue Growth: Where to Find It?

January 11, 2019

Europe and UK: Both Near Cheapest in 5 Years

January 8, 2019

Game Plan for Late Cycle Investing: Quality Beats Value?

October 9, 2018

OEUR | Why Kevin O’Leary is Investing in European Equities

October 9, 2018

OUSA | Stocks with the Best Balance Sheet

September 28, 2018

OGIG | International Internet Giants Growing Faster than U.S. Counterparts

September 28, 2018

OUSM | US Tax Reform and the Benefits to Small Cap Equities

September 28, 2018

OUSM | O’Shares FTSE Russell Small Cap Quality Dividend ETF

September 28, 2018

OEUR | O’Shares FTSE Europe Quality Dividend ETF

September 28, 2018

OUSA | O’Shares FTSE U.S. Quality Dividend ETF

September 28, 2018

O’Shares Quality ETFs

September 28, 2018

O’Shares Family of ETFs

February 8, 2018

O’Leary Rides Boeing to Win CNBC Stock Draft Competition

November 18, 2019

Europe Equity Country Scatterplot: Long-Term Performance vs. Risk

Comparing 10-year return and risk data for countries in Europe, several observations can be made. The countries with the lowest volatility in the past 10 years were U.K. and Switzerland. The highest volatility countries were Italy and Spain.
June 18, 2019

Quality Europe Stocks, Strong Performers

May 8, 2019

Video: Investing in Europe

May 7, 2019

Video: OEUR O’Shares FTSE Europe Quality Dividend ETF

March 1, 2019

Euro and Pound: Cheap Currency and Attractive Valuations

February 27, 2019

Investing in Europe: Why Quality Matters

February 25, 2019

European Banks: Risky Investments?

January 11, 2019

Europe and UK: Both Near Cheapest in 5 Years

October 9, 2018

OEUR | Why Kevin O’Leary is Investing in European Equities

September 28, 2018

OEUR | O’Shares FTSE Europe Quality Dividend ETF

September 28, 2018

O’Shares Quality ETFs

September 28, 2018

O’Shares Family of ETFs

November 18, 2019

Online Trends: High Speed Wireless, Digital Media and Top Online Platforms

The advent of 4G mobile network technology meant that the compromise in speed between mobile and fixed broadband was no longer one consumers had to make. Internet download and upload speeds are now as fast, if not faster than fixed broadband connections that require hard lines in homes.
November 18, 2019

New Singles Day Sales Record for Alibaba

October 2, 2019

B2B Cloud Services: 3 Fast Growing Companies

September 4, 2019

Cloud Disruptors: The Next Internet Giants?

August 9, 2019

Worldwide Cloud Application Services (SaaS), $80 Billion Market

July 18, 2019

Worldwide Online Food Delivery: Nearing $100 Billion

July 15, 2019

Top Internet Giants Growing Revenue Faster than Generic “Tech”?

June 6, 2019

Trade Wars: How Exposed are Internet Giants?

May 30, 2019

Worldwide Social Media Growth

May 7, 2019

Mobile Apps: Worldwide Consumer Spending

May 2, 2019

The “Big 5” in Cloud Infrastructure

April 26, 2019

E-commerce Adoption: U.S. vs. China

April 16, 2019

U.S. Digital Advertising: Soon To Beat All Traditional Forms

March 27, 2019

Strong E-commerce Sales Growth: U.S. vs. China

February 1, 2019

BAT vs. FANG: Which are Cheaper? Performing Better? Growing Faster?

January 30, 2019

Internet & E-commerce Revenue Growth: Where to Find It?

September 28, 2018

OGIG | International Internet Giants Growing Faster than U.S. Counterparts

September 28, 2018

O’Shares Family of ETFs

October 9, 2018

OEUR | Why Kevin O’Leary is Investing in European Equities

October 9, 2018

OUSA | Stocks with the Best Balance Sheet

September 28, 2018

OGIG | International Internet Giants Growing Faster than U.S. Counterparts

September 28, 2018

OUSM | US Tax Reform and the Benefits to Small Cap Equities

September 28, 2018

OUSM | O’Shares FTSE Russell Small Cap Quality Dividend ETF

September 28, 2018

OEUR | O’Shares FTSE Europe Quality Dividend ETF

September 28, 2018

OUSA | O’Shares FTSE U.S. Quality Dividend ETF

September 28, 2018

O’Shares Quality ETFs

September 28, 2018

O’Shares Family of ETFs

February 8, 2018

O’Leary Rides Boeing to Win CNBC Stock Draft Competition

December 6, 2019

Quality Dividends to Reduce Risk and Downside Capture?

December 4, 2019

Sector Spotlight: Health Care, A Bargain or Too Early?

November 7, 2019

Where Can Investors Turn for Income?

November 4, 2019

When “Safe” Trades Become Crowded, Are they Still Safe?

October 30, 2019

S&P 500 Sectors: Yield vs. Volatility

October 24, 2019

When “Safe” Trades Get Crowded, Are they Still Safe? (Replay)

October 23, 2019

ETF Fund Flows: Top Sectors

October 16, 2019

S&P 500 Sector Valuations: Current Levels vs. 5-Year Average

October 16, 2019

Market Down? Why Cooler Heads May Prevail

October 15, 2019

S&P 500 Equity Sector Scatterplot: Long-Term Performance vs. Risk

October 8, 2019

Smart Beta ETF Fund Flows-Growth and Value Lag YTD

October 7, 2019

Quality Beats Value, Stronger Performance, Less Risk

September 20, 2019

Value Investing Strategies, Why Quality Matters

September 17, 2019

Research Call – U.S. Equity: 2019 Q4 Strategy (Replay)

September 9, 2019

ETF Strategy Fund Flows: Strong inflows in Quality and Dividends, Outflows from Value

August 30, 2019

Stock Market Performance after Yield Curve Inversion

August 20, 2019

OUSA vs. S&P 500: Periods of Elevated Volatility

August 9, 2019

Shift to Passive Equity ETFs From Active Equity Mutual Funds

August 9, 2019

Down Days? Stay Invested, Here’s Why

July 15, 2019

Downside Protection? Think Quality Dividends

May 14, 2019

Video: OUSA O’Shares FTSE U.S. Quality Dividend ETF

May 9, 2019

Video: What is O’Shares ETFs?

April 4, 2019

Higher ROA by Sector, Strong Performance

April 2, 2019

Quality: Lower Leverage, Strong Performers

March 20, 2019

Invest in Value, Not Value Traps?

March 14, 2019

Quality Stocks, Strong Performers

March 7, 2019

ETF Money Flow Trends: Dividends, Value and Growth

March 6, 2019

Rotating to Value? Think Quality Dividends Instead?

February 12, 2019

Which Strategies are Cheap and Have Outperformed?

January 8, 2019

Game Plan for Late Cycle Investing: Quality Beats Value?

October 9, 2018

OUSA | Stocks with the Best Balance Sheet

September 28, 2018

OUSA | O’Shares FTSE U.S. Quality Dividend ETF

September 28, 2018

O’Shares Quality ETFs

September 28, 2018

O’Shares Family of ETFs

November 11, 2019

Small-Cap Stocks: Strong Performance History

Small-caps have beat large-caps by ~146% over the past 20 years. History reflects cycles of leading and lagging large caps.
November 11, 2019

U.S. Small-Caps Beat U.S. Large-Caps 12 Times Since 2000

November 8, 2019

S&P Small Cap 600 Sectors: Yield vs. Volatility

September 20, 2019

S&P Small-Cap 600 Equity Sector Scatterplot: Long-Term Performance vs. Risk

September 10, 2019

Small-Cap Quality Beat Small-Cap Value, Stronger Performance, Less Risk

August 22, 2019

Small-Cap Stock Market Performance After Yield Curve Inversion

July 30, 2019

OUSM: Quality Small-Caps, Stronger Profitability

July 26, 2019

Small-Cap Stocks, Cheap and Less Exposed to Trade Wars

May 23, 2019

Small-Caps have Beat Large-Caps 65% of the Time

May 16, 2019

U.S. & China: Trade War Data

May 13, 2019

Video: OUSM O’Shares FTSE Russell Small Cap Quality Dividend ETF

May 8, 2019

Small-Cap Quality Stocks: Stronger ROA

May 8, 2019

Small-Cap Quality Stocks: Lower Leverage, Stronger Returns

May 6, 2019

Small-Cap Dividends, Value and Growth: Performance Cycles

April 25, 2019

Small-Cap Quality Stocks, Strong Performers

April 8, 2019

OUSM Has Delivered Higher Quality, Less Risk and More Income

January 30, 2019

Small-Cap Stocks: Growth vs. Value, Quality and Dividends

September 28, 2018

OUSM | US Tax Reform and the Benefits to Small Cap Equities

September 28, 2018

OUSM | O’Shares FTSE Russell Small Cap Quality Dividend ETF

September 28, 2018

O’Shares Quality ETFs

September 28, 2018

O’Shares Family of ETFs

  • Research Papers
  • U.S. Large Caps
  • U.S. Small Caps
  • Internet & E-commerce
  • Europe Large Caps
  • Kevin O’Leary

Research Papers

November 11, 2019

Research Paper: Dividend Investing | Q4 2019

November 6, 2019

Research Paper: Investing in Internet & E-commerce | Q4 2019

March 27, 2019

Research Paper: Europe Dividend Strategy Series

U.S. Large Caps

December 6, 2019

Quality Dividends to Reduce Risk and Downside Capture?

December 4, 2019

Sector Spotlight: Health Care, A Bargain or Too Early?

November 7, 2019

Where Can Investors Turn for Income?

November 4, 2019

When “Safe” Trades Become Crowded, Are they Still Safe?

October 30, 2019

S&P 500 Sectors: Yield vs. Volatility

October 24, 2019

When “Safe” Trades Get Crowded, Are they Still Safe? (Replay)

October 23, 2019

ETF Fund Flows: Top Sectors

October 16, 2019

S&P 500 Sector Valuations: Current Levels vs. 5-Year Average

October 16, 2019

Market Down? Why Cooler Heads May Prevail

October 15, 2019

S&P 500 Equity Sector Scatterplot: Long-Term Performance vs. Risk

October 8, 2019

Smart Beta ETF Fund Flows-Growth and Value Lag YTD

October 7, 2019

Quality Beats Value, Stronger Performance, Less Risk

September 20, 2019

Value Investing Strategies, Why Quality Matters

September 17, 2019

Research Call – U.S. Equity: 2019 Q4 Strategy (Replay)

September 9, 2019

ETF Strategy Fund Flows: Strong inflows in Quality and Dividends, Outflows from Value

August 30, 2019

Stock Market Performance after Yield Curve Inversion

August 20, 2019

OUSA vs. S&P 500: Periods of Elevated Volatility

August 9, 2019

Shift to Passive Equity ETFs From Active Equity Mutual Funds

August 9, 2019

Down Days? Stay Invested, Here’s Why

July 15, 2019

Downside Protection? Think Quality Dividends

U.S. Small Caps

November 11, 2019

Small-Cap Stocks: Strong Performance History

November 11, 2019

U.S. Small-Caps Beat U.S. Large-Caps 12 Times Since 2000

November 8, 2019

S&P Small Cap 600 Sectors: Yield vs. Volatility

September 20, 2019

S&P Small-Cap 600 Equity Sector Scatterplot: Long-Term Performance vs. Risk

September 10, 2019

Small-Cap Quality Beat Small-Cap Value, Stronger Performance, Less Risk

August 22, 2019

Small-Cap Stock Market Performance After Yield Curve Inversion

July 30, 2019

OUSM: Quality Small-Caps, Stronger Profitability

July 26, 2019

Small-Cap Stocks, Cheap and Less Exposed to Trade Wars

May 23, 2019

Small-Caps have Beat Large-Caps 65% of the Time

May 16, 2019

U.S. & China: Trade War Data

May 13, 2019

Video: OUSM O’Shares FTSE Russell Small Cap Quality Dividend ETF

May 8, 2019

Small-Cap Quality Stocks: Stronger ROA

May 8, 2019

Small-Cap Quality Stocks: Lower Leverage, Stronger Returns

May 6, 2019

Small-Cap Dividends, Value and Growth: Performance Cycles

April 25, 2019

Small-Cap Quality Stocks, Strong Performers

Internet & E-commerce

November 18, 2019

Online Trends: High Speed Wireless, Digital Media and Top Online Platforms

November 18, 2019

New Singles Day Sales Record for Alibaba

October 2, 2019

B2B Cloud Services: 3 Fast Growing Companies

September 4, 2019

Cloud Disruptors: The Next Internet Giants?

August 9, 2019

Worldwide Cloud Application Services (SaaS), $80 Billion Market

July 18, 2019

Worldwide Online Food Delivery: Nearing $100 Billion

July 15, 2019

Top Internet Giants Growing Revenue Faster than Generic “Tech”?

June 6, 2019

Trade Wars: How Exposed are Internet Giants?

May 30, 2019

Worldwide Social Media Growth

May 7, 2019

Mobile Apps: Worldwide Consumer Spending

May 2, 2019

The “Big 5” in Cloud Infrastructure

April 26, 2019

E-commerce Adoption: U.S. vs. China

April 16, 2019

U.S. Digital Advertising: Soon To Beat All Traditional Forms

March 27, 2019

Strong E-commerce Sales Growth: U.S. vs. China

February 1, 2019

BAT vs. FANG: Which are Cheaper? Performing Better? Growing Faster?

Europe Large Caps

November 18, 2019

Europe Equity Country Scatterplot: Long-Term Performance vs. Risk

June 18, 2019

Quality Europe Stocks, Strong Performers

May 8, 2019

Video: Investing in Europe

May 7, 2019

Video: OEUR O’Shares FTSE Europe Quality Dividend ETF

February 27, 2019

Investing in Europe: Why Quality Matters

February 25, 2019

European Banks: Risky Investments?

January 11, 2019

Europe and UK: Both Near Cheapest in 5 Years

October 9, 2018

OEUR | Why Kevin O’Leary is Investing in European Equities

September 28, 2018

O’Shares Quality ETFs

September 28, 2018

O’Shares Family of ETFs

Kevin O’Leary, Chairman

October 9, 2018

OEUR | Why Kevin O’Leary is Investing in European Equities

October 9, 2018

OUSA | Stocks with the Best Balance Sheet

September 28, 2018

OGIG | International Internet Giants Growing Faster than U.S. Counterparts

September 28, 2018

OUSM | US Tax Reform and the Benefits to Small Cap Equities

September 28, 2018

OUSM | O’Shares FTSE Russell Small Cap Quality Dividend ETF

September 28, 2018

OEUR | O’Shares FTSE Europe Quality Dividend ETF

September 28, 2018

OUSA | O’Shares FTSE U.S. Quality Dividend ETF

September 28, 2018

O’Shares Quality ETFs

September 28, 2018

O’Shares Family of ETFs

February 8, 2018

O’Leary Rides Boeing to Win CNBC Stock Draft Competition

Before you invest in O’Shares ETF Investments Funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please view or download a prospectus. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.

Concentration in a particular industry or sector will subject the Funds to loss due to adverse occurrences that may affect that industry or sector. The Funds may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. A Fund's emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, a Fund's investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund's returns. See the prospectus for specific risks regarding the Funds.

The securities of small capitalization companies are often more volatile and less liquid than the stocks of larger companies and may be more affected than other types of securities during market downturns. Compared to larger companies, small capitalization companies may have a shorter history of operations, and may have limited product lines, markets or financial resources.

Companies involved with Internet technology and e-commerce are exposed to risks associated with rapid advances in technology, obsolescence of current products and services, the finite life of patents and the constant threat of global competition and substitutes.

Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns. The market price of Shares can be at, below, or above NAV. Market Price returns are based upon the midpoint of the bid/ask spread at 4:00 PM Eastern time (when NAV is normally determined), and do not represent the returns you would receive if you traded Shares at other times.

O’Shares ETF Investments Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares ETF Investments or any of its affiliates.

© 2019 O'Shares ETF Investments. All rights reserved.
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